Richard Everett
Richard Everett is a registered investment advisor at LPL Financial LLC, based in Wichita, KS, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3777 N. Maize Rd, Wichita, KS, 67205
Get directionsHistory
Regulatory History (2)
Regulatory
April 2022Criminal
August 1992Other Business Activities
Richard operates Heartland Wealth Strategies as a DBA for his LPL business. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Foundations Investment Advisors LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.